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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1112 | 1112 | 1312 | 1376 | 2082 | 3262 |
Fund Return | 11.18% | 11.18% | 31.17% | 11.24% | 15.8% | 12.55% |
Place in category | 12 | 12 | 10 | 10 | 4 | 2 |
% in Category | 2 | 2 | 3 | 2 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FullerThaler Behavioral Small Cap 6 | 2.18B | 11.20 | 11.35 | 12.69 | ||
FullerThaler Behavioral Small Capin | 514.9M | 11.09 | 10.91 | 12.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.2B | 7.52 | 3.80 | 8.94 | ||
Fidelity Small Cap Index Instl Pre | 26.78B | 5.19 | -0.02 | 7.74 | ||
Vanguard Small Cap Index I | 22.05B | 7.52 | 3.81 | 8.95 | ||
DFA US Small Cap I | 15.9B | 5.06 | 5.65 | 8.52 | ||
Vanguard Small Cap Index InstlPlus | 11.06B | 7.52 | 3.82 | 8.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank Ozk | US06417N1037 | 2.89 | 46.75 | +1.08% | |
EMCOR | US29084Q1004 | 2.73 | 363.73 | +2.09% | |
Comfort Systems | US1999081045 | 2.61 | 314.98 | +2.36% | |
Acuity Brands | US00508Y1029 | 2.29 | 254.59 | +1.64% | |
Commercial Metals | US2017231034 | 2.16 | 55.89 | -1.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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